FNIAX Mutual Fund

FNIAX Mutual Fund

NAV$50.87
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Returns Overview

1 Month
-4.68%
3 Months
+1.52%
6 Months
+5.40%
YTD
+7.04%
1 Year
+14.68%
3 Years (annualized)
+23.65%
5 Years (annualized)
+13.25%
10 Years (annualized)
+15.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNIAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.04%
Peer Avg (YTD)
+6.23%
vs Peers
+0.81%

FNIAX Mutual Fund Performance

FNIAX performance across multiple time periods: 1-month -4.68%, YTD 7.04%, 1-year 14.68%, 3-year 23.65%, 5-year 13.25%, 10-year 15.70%.

FNIAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

FNIAX vs another fund shows side-by-side returns. FNIAX alternatives are available in the Mutual Fund Screener.